Family Financial PlanningDo you want to keep your finances under control? In order to ensure your finances are not taking control over you, we take initiative to helping you plan and manage your family finances to achieve your financial goals and aspirations. Read More...

Retirement & Estate PlanningWhether you plan to retire at 60 or 65 years of age, starting to plan it now will help you achieve your goal of living comfortably Read More...

Business Succession PlanningA business succession plan establishes a framework for the future transfer of ownership and control of your business to a chosen successor(s) - for example Read More...

Investment PlanningEveryone has some goals, dreams and aspirations. Most often, these goals include financial dependency or financial freedom. investment planning is one way to get there Read More...

Disability Insurance Life is full of uncertainties. You can never predict what’s going to happen next. This may simply not be in your control. The only thing that may be in your control is to take measures to mitigate such unforeseen occurrences before they happen. Read More...

Term Life Insurance Protecting your family, home, or savings, should you pass away is a prudent thing to do. This can be achieved using Term Life Insurance. The named beneficiaries get paid when the insured dies during the term. Term could be 10 Years, 20 Years and 30 years. Read More...

Universal Life InsuranceIf you want a financial solution that will protect you during your lifetime and provide for your loved ones and beneficiaries, you will have to consider Universal Life Insurance. These policies offers flexibility and lifetime protection to help meet your needs. Read More...

Mortgage Life and Disability Insurance Anyone who have dreams of owning a home, mortgage life and disability insurance can really turn out to be a great support that makes the monthly mortgage payments in case of disability or pays off the mortgage balance in the event the borrower dies, so that the loved ones can continue to live in the property mortgage free. In other words, the property will be free and clear. Read More...

Travel Insurance / Immigrants & Visitors to CanadaWhether you’re planning to travel out of Province, to the United States or Overseas for certain/extended period of time, you always require an affordable way that could protect you against the cost of unforeseen emergency, medical expenses and more that may happen during your trip. Read More...

Group Employee BenefitsWe work with major insurance companies to offer convenience and flexibility of employer and employee benefits, especially designed to match the unique needs of a wide range of business owners and their employees. Read More...

Term Deposits A term deposit is a cash investment held at a financial institution for a known or agreed rate of interest over a fixed amount of time, known as a term. The term usually ranges from 1 month to 10 years. Read More...

RRSP’s, RRIF’s. RESP’s, TFSAAre you planning to have a smart tax-effective way to build your retirement savings? Let’s choose from range of safe and simple registered saving products such as RRSP, RRIF, RESP and TFSA. Read More...

Segregated FundsSegregated or Seg. funds are investment products provided by life insurance companies. They are similar to the traditional mutual funds in which investors hold a large range of securities such as- Bonds, Stock, etc to grow the value of their entire pool. Segregated funds (usually called Seg. Funds) differentiate with mutual funds in some ways including: Read More...

LoansPersonal Loans or Small Loans make it easy for you to put your financial plan into action. Whether you want some extra money to consolidate high interest rate balances, fund a special purchase, or cover other major expenses, we will be able to help you with that. Read More...

Credit LinesWhether you want to consolidate your debt or want to cover unexpected expenses such as the payment of a major purchase like funding home renovations, paying off higher interest rate debt or else, credit line can be a viable alternative source of funding. It could be an answer when savings have not been made towards these unexpected expenses. For the flexibility of its use, it makes sense to apply for a Credit Line anytime. Once your line of credit has been set up for you, you will be prepared for unexpected expenses. Read More...